The goal of decarbonizing the supply/value chain in both energy and chemical industries to achieve “net-zero” emissions by 2050 requires significant restructuring to replace fossil fuels with renewable alternatives. The “hydrogen economy” proposes an energy transition based on the use of hydrogen for the generation of clean and sustainable energy, specifically for sectors that are hard to decarbonize and electrify.
Our thought piece, which is available to dowload below, introduces three topics:
- Hydrogen from blue ammonia may not be so "green"
- Cracking the cost of hydrogen
- Natural gas: cleaner than blue ammonia cracking if scope 3 emissions are uncontrolled
Find out more...
The report provides a comprehensive review of the technology landscape for ammonia cracking, covering major licensors and emerging technologies. The economic analysis describes production costs for hydrogen from ammonia cracking in Western Europe and Japan (importers of low carbon ammonia in the hydrogen economy). A value chain analysis comparing the cost per delivered ton of hydrogen through direct transport of liquefied hydrogen versus hydrogen via ammonia cracking is presented for blue and green hydrogen / ammonia. A carbon intensity analysis covering scope 1, 2 and 3 emissions for the value chains described is also detailed, with commentary around the potential cost implications under the carbon border adjustment mechanism (CBAM).
About the Thought Piece Author...
Ivan Zovich, Senior Analyst
Ivan Zovich is a Senior Analyst at NexantECA with a focus on battery raw material supply chains and sustainable technologies. Ivan has a background in chemistry, previously holding process science roles in industrial gases (BOC, part of the Linde Group) and sugar manufacture (British Sugar).
About Us - NexantECA, the Energy and Chemicals Advisory company is the leading advisor to the energy, refining, and chemical industries. Our clientele ranges from major oil and chemical companies, governments, investors, and financial institutions to regulators, development agencies, and law firms. Using a combination of business and technical expertise, with deep and broad understanding of markets, technologies and economics, NexantECA provides solutions that our clients have relied upon for over 50 years.